Kingswood Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,311 shares of PFEB stock, worth $315,734. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,311
Previous 15,908 47.76%
Holding current value
$315,734
Previous $585 Million 49.15%
% of portfolio
0.01%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$35.54 - $37.44 $269,997 - $284,431
-7,597 Reduced 47.76%
8,311 $298 Million
Q1 2024

Apr 15, 2024
BUY
$32.55 - $34.16 $517,805 - $543,417
15,908 New
15,908 $543 Million

Others Institutions Holding PFEB

# of Institutions
225
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email